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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,909 | $155,555-61.5% | $146,866-59.2% | $155,188-61.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 4.41% | 115.41%-111.0pp | 102.85%-98.4pp | 148.84%-144.4pp |
| Employer contribution / active EE | $1,784 | $4,647-61.6% | $4,425-59.7% | $4,248-58.0% |
| Participant deferral / active EE | $3,735 | $8,044-53.6% | $7,759-51.9% | $6,531-42.8% |
| Admin fee / account holder | $132 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |